Effortless Activity Name Management

Tired of modifying the activity names by editing each activity?

Are you tired of modifying the prefixes of the activity names after copying the activities under WBSs? Here is an easy way to modify the activity names using the “Global Change” option!!!

Let’s assume, we have a lot of materials which is repeated under the WBS classifications, Material Submittal, Material Approval, Material Procurement, and Material Delivery.

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Step 1

Add the activities under the first WBS (in this case Material submittal), copy and paste it under other WBSs, i.e. Material Approval, Material Procurement, and Material Delivery.

This is the WBS of the material cycle for the electrical activities.

The same activities are in all WBS with the same name.

Step 2

Go to Tools> Select Global Change.

Click on the New tab and a new window will pop up. The new window has three sections for entering the IF, THEN, and ELSE conditions.

The global change name can be named “Change Activity name”.

Step 3

Click on the ADD tab and now select the following options under the respective columns in the IF section.

Parameter – WBS

Is – Is under

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Value – Select the Value (Material submittal – Electrical)

Just click on the THEN section and enter the following values in the respective columns by clicking on the ADD tab.

Parameter: Activity name

Is: =

Parameter/ Value: Activity name

Operator: &

Parameter value: {Custom}. Once you select ‘Custom’, it will show ‘Enter text’ in the column. Type’ Submittal ‘ in the space.

Leave the third section (ELSE) as such. Click on the Change tab and a new window will display a list of the activities under the WBS we chose with the old and new values.

If you take a closer look, we can see that there is no space between the custom value we added and the old activity name.

Step 4

To make a space between the words, cancel the change and add a symbol (for eg: a (*) or (&)) and click on Change and then Commit change tab.

Close the “Global change” window and now we can see that the activity names have changed with the prefix ‘& Submittal ’.

Step 5

Select all the activities using the shift key. Go to Edit Menu> Replace and add the symbol which was added (&) and in the replace column just leave a space by clicking the space bar.

Click on the Replace All tab and now you can see that the activity names have changed as displayed below. Similarly, other WBSs can be changed by entering the respective parameter values in the IF section for approvals, procurement, delivery, etc.

NB: – I suggest that you take a copy of the project before any global change is done so that we have a duplicate copy in case we commit some mistake.

Thanks for Engr. Paul Zacharia for sharing this article.

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